Computer Software

Kestrel – the business manager for everyone who sells windows

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Kestrel is our new online business manager that’s the perfect tool for window, door and conservatory installation companies. It’s been specially designed by our Windowlink software experts with help from many of our Focus and Vector users to help you manage leads, workloads and customer relationships.

Here’s our list of some of the top tools in Kestrel and how they help make your life easier.

Lead and Contract management

Kestrel helps you to manage your leads, and make sure that the correct sales process is followed for every lead. It means that every customer gets the same great service from your company, no matter who gets in touch with them.

Fully linked to Focus & Vector

Kestrel is fully linked to Windowlink Focus & Vector window and conservatory sales software, so you can import leads and jobs direct. It means there’s no doubling up on data entry, so there’s a smoother process from quoting jobs to booking in an installation date.

Browser-based

The Kestrel system is browser-based and mobile-friendly, so you can have full access, anywhere, anytime, as long as you have an internet connection. It means it’s great for sales teams out on the road and remote workers as well as office and showroom staff.

Kestrel iPad

Call-logs & relationship management

We’ve all had those days where we forget to call someone who was expecting us to get in touch. Kestrel makes sure that can’t happen. The integrated CRM helps you to manage customer relationships, make notes and schedule follow-up calls that are then pulled through to your to-do list when you log-in to Kestrel. You’ll never lose a phone number, email address or message again!

Diary

Keeping diaries in sync can be a minefield, especially when you factor in annual leave or training days. The Kestrel scheduler has two functions. It can be used like a normal diary – great for team members who have multiple appointments in a day.

It’s also designed to work as a resource scheduler – in effect, your online ‘T’ card or whiteboard, so you can see where the whole team is on any day. This Team Manager tool makes booking installations and survey visits a much smoother job for everyone.

Dashboard – personalised to you

Your Kestrel Dashboard can be personalised so it shows the information that’s more important to you. If you’re a sales manager, you might choose to have the business analytics. Or if you’re out on the road selling, your call list will probably be the most important thing for you. With Kestrel, it’s all there on your dashboard, ready to go.

To-do lists

Another great tool is the task menu. It’s basically your personalised to-do list so that you never miss a call, an appointment or a deadline. It’s the first thing you see when you log-in to Kestrel, making it the perfect programme for keeping you and your team on track.

The tasks function can be set-up to follow your internal processes, so once the first job is ticked off, it will trigger the next step in the process. There are also critical stage reminders to help you keep on top of projects. It’s a fantastic project management tool and helps your team work more collaboratively together.

Reports on your business

As a director, the reporting tool will be your best friend. It’s a full job reporting suite that helps you to monitor sales, costs and margins as well as identifying product and consumer trends. It’s real-time, job-by-job, cost-analysis so that you can find way to run your business more effectively and efficiently.

All adapted to suit your business

Kestrel is the flexible online business manager, so you can choose what’s most important to you and your business.

For more information, or to request a demo, call us now on 01452 348575 or click here

Marginal Gains – as published in GGP Magazine

Mark Dudley, Director at Windowlink talks about how their software can help installers achieve better margins, taking inspiration from Sir Dave Brailsford’s Marginal Gains.

mark-dudley-windowlink.comTeam Sky’s Sir Dave Brailsford once said: “The whole principle of marginal gains came from the idea that if you broke down everything that could impact on a cycling performance — absolutely everything you could think of — and then you improved every little thing by 1 percent, when you clump it all together, you’re going to get quite a significant increase in performance. So, we set about looking at everything we could.” It’s a theory that has proven its worth for British cycling and a concept that can also be applied to getting the best margins when selling windows, doors and conservatories.

By taking into account everything that goes into making a window or conservatory installation happen, from business overheads, transport and fitting to cost of glass, frames and hardware, businesses can make sure that they are getting the best margins on their jobs and ensure profitability. Using software helps make this consistent across the business, no matter how many people are out there selling installations.

Upping the Pricing Game

If you’re a retail company using a printed pricelist that has been unchanged for a few too many years, you are not alone. When we’re approached by retailers to set-up pricing and presentation software, we never know whether we’ll be presented with an over-simplified one-pager or a huge folder of information. Whichever it is, these systems rarely give directors and business owners a real idea of the profitability of a job.

Paper pricelists are also open to interpretation, so can be problematic for companies who have more than one sales person. And in today’s modern world, where we use technology for everything from tracking how long we’ve been asleep to doing our banking, homeowners expect something more professional. A quick drawing and a price without any additional information or break down just isn’t enough.

So, how do installers up their game and get the right software that works for them?

Windowlink SoftwareFlexible Software Options from Windowlink

At Windowlink, we make it easy for installers to switch from their old, paper, pricing methods to a modern way of pricing that makes life easier, looks super professional and helps maintain the all-important profit margins.

Our systems are flexible enough to be adapted to each individual company so that they can make the switch easily. The software is designed to make the process of selling more efficient as well as more profitable. It can be set up to mirror supplier software, to make sure that frame costs are accurate. Then prices can be marked up or they could be taken from an existing pricelist. Hardware, cills and furniture can be added on separately, with their own unique mark-up and then fitting, building work and trims can be added on at the end. It gives both installer and homeowner an accurate price in double quick time.

The software is completely personalised too, to cover your entire product range, no matter how many home improvement products you offer. This includes different PVCu and aluminium window systems, composite doors, bi-folds, sliders and even glazed and solid conservatory roofs. Not only that, but combined with our designer software, sales people can show homeowners exactly how their home improvements will look using a photo of their property, so they can make easy decisions on styles and colours too.

Most importantly, using software gives business owners the confidence that every job sold has the correct margins, so their profits are safe. So, get savvy with your pricing software and turn marginal gains into extra cash for your company.

Aspire Bifolds choose Windowlink from day one

Windowlink is an essential working partner for Aspire Bifolds

When Aspire Bifolds set up just two years ago, one of the first phone calls Director John Small made was to Mark at Windowlink. Having worked with Windowlink’s software before, John knew it was integral to the success of the business.

After 10 years in the industry, John and fellow director James Wenlock set up the supply and fit business in October 2016. The following year, the duo opened a showroom. “We are growing fast,” says John. “Even though we are in the early stages of the business, we are very busy. We already have three surveyors as well as three full-time installation teams.

“Because we are busy it’s a no-brainer to have Windowlink software in place. It saves loads of time for us and adds a level of professionalism to our quotes. When we are with a customer, we can measure up, put the sizes in the system with some other variables and it gives us an accurate sales price within seconds. We set our margins in the software, and that means we have confidence that we are selling at the right prices.

“Windowlink makes choosing the options simple and we often turn around the screen, so customers can pick for themselves. They feel very involved in the process, and they especially like the visual element of Windowlink’s software where they see what their property will look like in 3D from inside and outside, with the new products fitted just from uploading a photo.

“Without Windowlink we would have to send the information off to the supplier for the trade price and wait. We would have to reformat and reword it, before sending it out to customers. Then there are all the contracts and invoices that are automatically produced and emailed immediately to the customer as part of the service.”

Windowlink creates personalised templates of all the paperwork needed by companies selling windows, doors and roofs. “Any changes we want to make are done very quickly,” adds John. “In fact, often it is immediate.

“Windowlink is an essential working partner for Aspire Bifolds, just as important as our window and door suppliers. The software gives us a level of professionalism and accuracy that gives us confidence to continue to build our business for the future.”

How to get more profitable business from Solid Roof installations

The conservatory market has evolved a lot over the years and the trend towards solid roofs is the most exciting development yet for many installers.

Fitting a new solid roof on to an existing conservatory gives installers the opportunity to turn around a project more quickly without employing several sub-contract trades. For new build, choosing a solid rood system to create a glazed extension with sliding patio or bi-fold doors reduces the number of trades required and is usually faster than a traditional build.

Good design reduces time on site

Reducing labour time is the key to increasing the profit from fitting solid roof replacements or building glazed extensions. Good design and agreeing the details with the customer before you start will make the whole job go smoother and prevent costly delays.

Windowlink Vector Solid Roof design module is a great way to show your customer how the finished solid roof conservatory or extension will look, whilst helping you to create the simplest roof design for the project.

Vector Solid Roof module can be added to both the Conservatory and Orangery designers. It clearly represents traditional tiled or slated roofs and shows the various solutions marketed by roofing companies. These include Ultraframe’s realROOFTMand the Guardian RoofTM.

You can also cost the project by the integrating Vector Solid Roof module with the intelligent pricing modules.

Ask us about adding Vector Solid Roof to your existing Conservatory or Orangery package.

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Windowlink are getting FIT for the fourth year running

Windowlink are proud to announce they will be exhibiting at the FIT Show 2017 for the fourth year running, which this year has moved to a significantly larger venue.

Operating from stand G46 at the Birmingham NEC industry exhibition, the Gloucestershire-based developer will use a range of technologies to show installers and fabricators how its intuitive software can help them improve conversion rates, up-sell more effectively, and convey trustworthiness and professionalism to their customers.

Windowlink’s software solutions have been specifically designed for windows, doors, conservatories and orangeries, allowing installers to create impressive 3D visualisations of their products in the comfort of the customer’s home. An automatic pricing module provides instant tracking of how much the proposed project will cost – a feature that has greatly improved the relationship and trust between sales people and their prospective clients.

The Fit Show provides Windowlink with an excellent opportunity to connect with others in the industry and establish new business relationships. It also gives existing clients the chance to speak face to face with the ‘Tech Team”, who will be on hand to chat to users about how they can make the most out of their Windowlink Software.

Windowlink’s Managing Director Mark Dudley is looking forward to meeting installers and fabricators of all sizes this year but is keeping quiet about an exciting new development “I won’t say too much about it now, but what I will say is that if you install or fabricate windows, doors or conservatories, you definitely don’t want to miss our Fit Show stand this year”

The Windowlink team look forward to meeting you at their stand G46 in the Birmingham NEC on May 23rd 2017.

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Save time and money with Windowlink’s “Focus” and “Vector”

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Mark Dudley, MD for Windowlink Ltd

Windowlink’s Managing Director Mark Dudley has been helping retail companies improve their sales conversion rates in the domestic market for over 30 years and in his opinion the three most common mistakes made during the sales pitch to homeowners are high pressure sales tactics, “too-good-to-be-true” discounts, and not hitting the relevant chord with the end consumer.

Our sales presentation and pricing software called “Focus” and “Vector” have been helping hundreds of progressive installers across the UK improve their chances of success in the consumer market whilst selling their windows, doors and conservatories.

Outdated sales techniques like offering huge discounts, pressure selling techniques and a lack of preparation when visiting homeowners are all regarded as unacceptable to the modern and clued up consumer who now value an open and professional conduct from sales people above everything else.

“Vector” and “Focus” give the modern day salespeople the tools they need to deliver a very different kind of sales pitch, which can be regarded as hassle-free and extremely pleasant. Our software turns selling into a joint process, allowing customers to design their own windows, doors, conservatories and orangeries with the salesperson. “Focus” and “Vector” have not been designed to pressurise the homeowner into making a decision on the spot, however they are an extremely powerful sales tool that can help installers across the UK increase their conversion rates.

An instant pricing option can be added to your chosen software and it can be tailored to reflect your exact rates, alongside your personal product portfolio. Our software applications also protect UK companies from the glazing industries typical “sales staff migration”.

The high turnover rate of sales staff within a business can be a very serious setback for UK glazing companies, especially when you consider the amount of time needed to train new staff and get them knowledgeable on your products and prices.

“Focus” and “Vector” can be tailored to display only the products you offer, together with only your colours, hardware, configurations and features. The software eliminates costing mistakes due to the handy instant pricing option and by using our highly perceptive applications, new sales staff do not need to go through lengthy training sessions, which thus saves the company not only time but also money in the long run.

Click here for more information on “Focus” and “Vector”

Could our software be the answer to your time-consuming issues?

A potentially game-changing business solution for fabricators and installers of windows is available from us here at Windowlink.

Could software be the answer to your time-consuming issues?

Leading innovator of window industry software for over 30 years, Windowlink is the only developer to offer a complete package for retail companies with manufacturing operations. Combining production software with its popular design, pricing and presentation modules, Windowlink can offer an end-to-end solution to stimulate sales, simplify the order-to-production cycle, and improve operational efficiencies across their businesses.

MD Mark Dudley explains: “Our popular retail applications, Focus for windows and doors, and Vector for orangeries and conservatories, are used successfully by many installers across the country. With our complete package though, once the sales module generates the order, it will be automatically sent to the shop floor, where our production software is used to manage the manufacturing processes. There is no need to input the information again, there are no additional steps, and no opportunity for errors to occur. It couldn’t be simpler, or more effective.

”Windowlink’s integrated platform can also be implemented within fabricator-installer partnerships in a similar way, to simplify and speed up the ordering process. “We can customise our applications to produce highly accurate quotes,” states Mark. “Our real time pricing and retail quoting/ordering function take into consideration the fabricator’s built-in prices and the installer’s margins, fitting costs, as well as any additional criteria such as the salespeople’s commissions.

“There are many practical benefits to using our solution that generate a chain of positive results and enhanced performances throughout an installer’s business, or a fabricator-retailer relationship. Ultimately, we are helping window companies to grow faster, and in a sustainable manner,” concluded Mark.

Fabricators and installers visiting the FIT Show this April can talk to Windowlink on stand no. 356, where the team will be on hand to demo their innovative business software solutions.

Click here for more information on our software products

Windowlink get fit for the third year running

 


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Window Industry Software specialist, Windowlink, will be hitting April 2016’s FIT Show to promote its best-in-class design, sales and pricing applications.

Operating from stand 356 at the Telford industry exhibition, the Gloucestershire-based developer will use laptops and tablets to show installers how its intuitive software can help them improve conversion rates, up-sell more effectively, and convey trustworthiness and professionalism to end-users.

Windowlink’s main applications, Vector for conservatories and orangeries and Focus for windows and doors, allow installers to create impressive 3D visualisations of their products, enabling homeowners to see exactly what they’re buying. A pricing module allows both installers and end-users to keep track of how much the proposed project will cost – a feature that is dramatically improving the relationship between sales-people and their prospective customers.

“We’ve exhibited at the FIT Show on both previous occasions,” said Windowlink’s MD Mark Dudley. “For us, it’s the perfect opportunity to show off our products – we always find that when installers get to see Vector and Focus in action, they’re very quickly won over by how easy they are to use, and the difference they can make to their sales.”

“Really, what we offer is a versatile, engaging twenty-first century alternative to the traditional sales brochure. We designed our applications to be about ‘showing rather than telling’. Vector and Focus take what would otherwise be a one-sided sales pitch and turn it into a collaboration between the customer and the installer. They immediately bring a sense of trust and transparency to the proceedings – the price of the proposed improvements is always visible, and both parties can work together to design a project that meets the homeowner’s budget.”

“What’s more, they provide abundant opportunities for up-selling. When a consumer can actually see that hardware upgrade, or that more luxurious window or door configuration applied to their own property, it’s much more likely to lead to a sale.”

Windowlink’s stand at the FIT Show  won’t just be about showcasing existing products, however – Mark hints at a number of new innovations set to be unveiled at the three-day event. “We’ve got a few surprises up our sleeve – you’ll have to come and find us at stand 365 in April to find out more, but popcorn and refreshments are a clear definite!”

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Did you know? – Solid Roof Extensions

Now with more tiles and roof systems available.

This week’s installment of “Did you Know?” focuses on solid roofs. Whether you call them garden rooms, solid roofs or even use a brand name like the Guardian™ Warm Roof, you can now illustrate them in our software product “Vector”.Real Roof 2

Since releasing our Solid Roofs enhancement at the Fit Show 2014 we have made several innovations to this add-on. The new Solid Roofs allows you to take your existing styles of conservatory and transform them into a solid roof. This not only gives you a bigger selection of styles, but also makes for a slicker presentation allowing for a seamless transition from a conventional conservatory to solid roof using a simple drop-down menu.

We have also made a few changes that mean it is now possible to add roof vents with the ability of independently changing the colour without affecting the fascia colour as in previous versions. In addition to Tapco® and Metrotile we have added the Envirotile as used by Prefix Systems.

Click here for more information on our Solid Roof Extension product

 

Seal the deal instantly with Windowlink’s “Digital Signature” facility

TwitterThe Window, Door and Conservatory sector now has a new ally in their quest to speed up their sales processes and increase their revenue, thanks to a game-changing feature introduced by software specialist Windowlink. Your sales team are now able to “Seal the Deal” instantly when pitching windows, doors and conservatories to homeowners.

The market leading design, sales and pricing software modules for installers which has been developed by Windowlink, Focus and Vector, can now be specified with a digital signature facility. This means your sales team could virtually price up, quote and get the order signed, in just one interaction with the homeowner.

To simplify things even further, the programs can email the job file, specification and signed contract directly to the customer, back to your office and to as many contacts as your desire.

Windowlink MD, Mark Dudley, explains: “The digital signature works on any touch screen device that supports the Windows operating system, such as tablets or tablet-computers. Where these devices are not available, external signing pads can be used instead.”

With Focus for Windows and Doors, and Vector for Conservatories and Orangeries, your sales team can design products in any style, colour and configuration, while the pricing is done in real time by the system. Once the product has been agreed on, the software modules can automatically generate a professional quote and/or contract based on the exact measurements and features selected.

“This is when the digital signature facility comes into play,” added Mark. “Rather than returning to the office to print and post the order form to the client, both Vector and Focus now allow for the signature to be collected digitally, using the touch screen device. This accelerates the sales process and helps installers capitalise on the homeowners’ excitement for the purchase.”

Tablet devices have had a major impact on many industries, helping to streamline processes and services, and resulting in significant time and money savings. The Window, Door and Conservatory sector can now further benefit from this technology, thanks to software solutions designed to make selling to their homeowners both painless and effective.

“The impact our software modules have on retail businesses is instantly rewarding. Focus and Vector are powerful tools that help installation companies save time and money and increase sales by creating a trusting relationship with the homeowner – the price is always visible. They also represent the natural step forward – in an era of instant gratification, having to wait for quotes and contracts when deciding to make a purchase can be frustrating and even off putting for the customer, but now installers can capitalise on these modern changes with software solutions created specifically for them,” concluded Mark.

Click here for more information on our products